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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,396 hedge funds and large institutions have $97.5B invested in iShares Core S&P 500 ETF in 2018 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 592 increasing their positions, 487 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,396
Holders Change
+33
Holders Change %
+2.42%
% of All Funds
32%
Holding in Top 10
403
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+1.77%
% of All Funds
9.24%
New
93
Increased
592
Reduced
487
Closed
45
Calls
$159M
Puts
$89.5M
Net Calls
+$69.6M
Net Calls Change
+$33.8M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.51B
2
FCAS
First Command Advisory Services
Texas
+$1.44B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$560M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$545M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$397M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$1.03B
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$729M
3
JRP
Jasper Ridge Partners
California
-$246M
4
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$231M
5
Barclays
Barclays
United Kingdom
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
MMG
1151
Monetary Management Group
Missouri
$396K – – –
H
1152
HoyleCohen
California
$389K – – –
FFW
1153
Fusion Family Wealth
New York
$389K +$79.1K +290 +26%
PI
1154
PHH Investments
Texas
$387K – – –
LRIA
1155
Leonard Rickey Investment Advisors
Washington
$386K -$29.7K -109 -7%
LDB
1156
Lee, Danner & Bass
Tennessee
$384K – – –
LS
1157
Lattice Strategies
Pennsylvania
$381K – – –
TTWM
1158
TCV Trust & Wealth Management
Virginia
$380K +$4.1K +15 +1%
WCM
1159
Weatherstone Capital Management
Colorado
$377K -$11.1M -40,719 -97%
KFGK
1160
Keystone Financial Group (Kentucky)
Kentucky
$377K +$21.6K +79 +6%
DFIG
1161
Dragon Financial & Investment Group
California
$377K +$377K +1,381 New
ANTB
1162
AMG National Trust Bank
Colorado
$375K +$47K +172 +14%
IA
1163
Independence Advisors
Pennsylvania
$373K -$2.73K -10 -0.7%
MWM
1164
Meridian Wealth Management
Kentucky
$372K +$21.3K +78 +6%
AIS
1165
American Investment Services
Massachusetts
$371K -$78.1K -286 -17%
RAM
1166
Redmond Asset Management
Virginia
$369K – – –
MBTD
1167
Mechanics Bank - Trust Department
California
$369K – – –
VBFG
1168
Vishria Bird Financial Group
Tennessee
$363K +$363K +1,330 New
GC
1169
Gibson Capital
Pennsylvania
$362K – – –
SCM
1170
SOL Capital Management
Maryland
$362K +$9.56K +35 +3%
MFG
1171
Merit Financial Group
Georgia
$361K +$361K +1,324 New
FMW
1172
Farr Miller & Washington
District of Columbia
$360K +$17.5K +64 +5%
GAB
1173
German American Bancorp
Indiana
$360K +$360K +1,318 New
RFA
1174
Reilly Financial Advisors
California
$359K -$1.91K -7 -0.5%
MC
1175
Mathes Company
New York
$356K +$21.8K +80 +7%
45 46
47
48 49